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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Eq Wealth Advisors

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Eq Wealth Advisors from 13F filings

Historical chart of Eq Wealth Advisors investment in Sch Fnd Us Sm Etf schwab fdt us sc

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by Eq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 79k 31.16
2025-06-30 $2.2M 78k 28.65
2025-03-31 $1.7M 61k 27.39
2024-12-31 $1.9M 64k 29.70

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Gold Trust Etf (IAU)
Capital Group Short Duration Income Etf Etf (CGSD)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Capital Group Municipal Income Etf Etf (CGMU)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Eq Wealth Advisors

Top funds holding Sch Fnd Us Sm Etf schwab fdt us sc

Charles Schwab Investment Management
Waddell & Associates
Steele Capital Management
Clarius
Prairiewood Capital
Vantagepoint Investment Advisers
UBS Group
Morgan Stanley
Moller Financial Services
Riverpoint Wealth Management Holdings
Ameriprise Financial
Ironwood Investment Counsel
Solitude Financial Services
AlphaCore Capital
Resonant Capital Advisors

View all funds holding Sch Fnd Us Sm Etf schwab fdt us sc